Retirement Funding Solutions A Mutual of Omaha Bank CO

1541-G Wade Hampton Blvd
Greenville, SC 29609
864 906 2296 - Main Phone
864-206-5002 - Fax
Housing Wealth should not be a dormant asset. Put your home to work for you.

Brochures and Advertisements


  • Liquid Contingency Fund Designed to Retain Investment Portfolio
  • Purchase Dream home with Half the Cash out of pocket and No Monthly Mortgage Payment
  • Erase Mortgage Principle & Interest Payments
  • Avoid Selling Investment Portfolio in Bear Market Conditions
  • Defer Social Security until age 70
  • Fund Long Term Care when LTC Insurance premium is too much to handle
  • Ensure Access to Home Equity for Later Years
  • Replace home equity line of credit w/HECM LOC that cannot be cancelled or frozen
  • Provide “Living Inheritance” to Heirs
  • Insurance Policies Lapsing
  • Set up HECM early (minimum age 62) and use it conservatively
  • Divorse Settlement
  • Tax Increases
  • Reduce Higher Cost Debt
  • Downsizing/Right-size with HECM for puchases

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